Stocks, Bonds, Managed Futures – Performance Comparison

The addition of managed futures to a client’s portfolio does not mean that a portfolio will be profitable or that it will not experience substantial losses and that the studies conducted in the past may not be indicative of current time periods or of the performance of any individual CTA.

Courtesy of Autumn Gold

The S&P 500 indices are designed to reflect all sectors of the U.S. equity markets. The S&P 500 includes 500 blue chip, large cap stocks, which together represent about 75% of the total U.S. equities market. Companies eligible for addition to the S&P 500 have market capitalization of at least US$3.5 billion. The TR Index accounts for the reinvestment of dividends.

Bonds are represented by the Barclay’s US Aggregate Bond Index (formerly known as the Lehman US Aggregate Bond Index). The U.S. Aggregate Bond Index is a broad-based benchmark that measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass- throughs), ABS, and CMBS. The U.S. Aggregate rolls up into other Barclays Capital flagship indices such as the multi-currency Global Aggregate Index and the U.S. Universal Index, which includes high yield and emerging markets debt. The U.S. Aggregate Index was created in 1986, with index history backfilled to January 1, 1976.

The CISDM Equal Weighted CTA Index is an equal weighted index of CTAs maintained by The Center for International Securities and Derivatives Markets at the University of Massachusetts Amherst. It reflects the average performance of Commodity Trading Advisors reporting to the CISDM Hedge Fund/CTA Database. Each CTA must have at least $500,000 under management and at least a 12-month track record.

RISK DISCLOSURE

Past Performance is not necessarily indicative of future results. The risk of trading commodity futures, options, and foreign exchange (“Forex”) is substantial. The high degree of leverage associated with commodity futures, options, and forex can work against you as well as for you. This high degree of leverage can result in substantial losses, as well as gains. You should carefully consider whether commodity futures, options, and forex is suitable for you in light of your financial condition. If you are unsure you should seek professional advice. Past performance does not guarantee future success. In some cases, managed accounts are charged substantial commissions and advisory fees. Those accounts subject to these charges may need to make substantial trading profits just to avoid depletion of their assets. Each commodity trading advisor (“CTA”) is required by the commodity futures trading commission (“CFTC”) to issue to prospective clients a risk disclosure document outlining these fees, conflicts of interest and other associated risks. A hard copy of these risk disclosure documents is readily available by clicking on each CTA’s “request disclosure document” button. The full risk of commodity futures, options, and forex trading cannot be addressed in the risk disclosure statement. No consideration to investing should be made without thoroughly reading the disclosure document of each of the CTAs in which you may have an interest. Requesting a disclosure document places you under no obligation and each document is provided at no cost. The CFTC has not passed upon the merits of participating in any of the following programs nor on the adequacy or accuracy of the disclosure documents. Other disclosure statements are required to be provided to you before an account may be opened for you.

prospective clients should not base their decision on investing in this trading program solely on the past performance presented. Additionally, in making an investment decision, prospective clients must also rely on their own examination of the person or entity making the trading decisions and the terms of the advisory agreement including the merits and risks involved.

Limitations of rankings are that only those advisors or pool operators that submitted their performance data to AutumnGold were rated. The entire CTA universe is not included in the rankings. The performance information provided wherein has not been verified by AutumnGold. The past performance is not necessarily indicative of future results.

AutumnGold CTA indexes are non-investable indexes comprised of the client performance of CTA programs included in the AutumnGold database and do not represent the complete universe of the CTAs. investors should note that it is not possible to invest in these indexes.

I have been dealing with Paul for over 20 yrs. He has traveled to my small town in Ohio twice. I am a very small client and not one of his brightest, but over the years Paul has made me feel like a friend. He is one of Foremost’s best.

I have known Steven Hansen for 30+ years, even before he joined the CBOT in 1982. He has always been a trusted friend and confidant to my mother and me regarding trades with the NYSE throughout the years. He now oversees both my IRA account and commodity trading account (CTA) through Foremost. Steven is very involved with his clients’ investing concerns. He responds quickly to questions and researches answers thoroughly. He is generous with his time and I feel my investment concerns are on his priority dashboard.

I have enjoyed working with Peter since 2009. I think he is the most conscientious broker I have ever encountered in my more than 30 years of investing. He always responds to my queries very quickly and never leaves me confused or with more questions. It is nice to know that I can contact him and get an immediate response. We have enjoyed talking about more than investing on many occasions; including my Mario Andretti Racing Experience at Charlotte Motor Speedway where I drove an Indy 500 racecar at 160 MPH. Peter and I enjoyed talking about that experience!

I have held accounts with Foremost Trading for a number of years and value the diversity these investments contribute to my overall portfolio. The relationship I maintain with this company is not of the “auto-pilot” variety. I stay with Foremost because of its people and their emphasis on ethical business practice. My account contact, Colson, checks in about investment performance and opportunities that might be a good fit for me. He responds promptly and courteously whenever I contact him with a question. When a crisis hit the industry (the PFG calamity), the Foremost team, victims themselves, put their clients first with timely, helpful communications and assistance. Whether they know it or not, the Foremost business philosophy is to treat each client as if he or she is the only client.

-Betty C.

Click HERE to read more of what Colson’s clients are saying about him!

* All testimonials are unpaid. Any claim of performance is not necessarily indicative of future results. Results and opinions may not be indicative of all account holders.

Disclaimer: Trading futures, options on futures, retail off-exchange foreign currency transactions (“Forex”), investing in managed futures and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. All information, publications, and reports, including this specific material, used and distributed by Foremost Capital Management shall be construed as a solicitation. Foremost Capital Management does not distribute research reports, employ research analysts, or maintain a research department as defined in CFTC Regulation 1.71. This website contains information obtained from sources believed to be reliable, but such information has not been independently verified and its accuracy is not guaranteed by Foremost Capital Management. Past performance is not necessarily indicative of future results. Any mention of performance in any context whether actual or hypothetical is no guarantee of future results. Phone calls to and from Foremost Capital Management or its DBAs may be recorded. Email sent through the internet is not secure. Email is not private and is subject to review by the Firm, its officers, agents, employees, and regulators. Foremost Capital Management is a DBA of Foremost Trading, LLC. Foremost may receive various forms of compensation from certain investment managers highlighted and or mentioned within the Foremost Blogs. Your Privacy is important – Privacy Policy 2019.